Settings

How to set your company-wide settings. Can't find an answer? Click the chat in the bottom right.

Paul Dexter avatar Christa Moody avatar Brandon Clough avatar +3
36 articles in this collection
Written by Paul Dexter, Christa Moody, Brandon Clough and 3 others

Labor Pricing Programs

Create customized sets of labor rates that you can apply to certain projects or clients.
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Create Office Locations

How to create multiple office locations within your company.
Kelly Johnson avatar
Written by Kelly Johnson
Updated over a week ago

How to Set a Shipping Method

Setting up default shipping methods for purchasing
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Office Level Pricing Programs and Factors

This article will discuss enhanced functionality for Office locations within your Company
Kelly Johnson avatar
Written by Kelly Johnson
Updated over a week ago

Labor Presets

Use labor preset tool to quickly add labor to item in your projects
Brandon Clough avatar
Written by Brandon Clough
Updated over a week ago

Setting Up Purchasing/Selling Currencies

How to set your company's default purchasing and selling currencies
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Adjusting Email Notifications

How to opt in/out of email notifications
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

How to Set Default Labor Units

Set which labor units open by default when editing line items
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Creating Service Packages

How to set up and edit service packages
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Factors: Hours per Day of Labor

How to create a factor to add specific labor-type hours per days a labor category.
Brandon Clough avatar
Written by Brandon Clough
Updated over a week ago

How to Set your Currency

Setting your Main Company Currency
Christa Moody avatar
Written by Christa Moody
Updated over a week ago
Company Settings

Turn on/off Push New Items to Database

Company Setting to turn on/off the ability to push product data to the database the first time an item is used.
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Labor Type Translations

Learn how to translate your labor types when using reports in different languages.
Clayton avatar
Written by Clayton
Updated over a week ago

Unique Office Labor Rates

Now, each Office in your company can have their own labor rates
Mason Clough avatar
Written by Mason Clough
Updated over a week ago

Automatically Favorite Items

How to change whether your products are favorited when added to a project by default
Mason Clough avatar
Written by Mason Clough
Updated over a week ago

Two-Factor Authentication

Secure your Jetbuilt account with 2FA
Mason Clough avatar
Written by Mason Clough
Updated over a week ago

Default Tax Preferences

How to set up default tax on equipment, shipping, and labor rates.
Brandon Clough avatar
Written by Brandon Clough
Updated over a week ago

Manager Approval

Requiring projects to be approved by a Manager before proposals are sent out.
Mason Clough avatar
Written by Mason Clough
Updated over a week ago

Set Default Labor Rates and Costs

How to create and edit Labor Rates and Costs for your company
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Default Rooms and Systems

How to set up default rooms and systems that will appear in a checklist for each project you create.
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Custom Project Numbers

How to edit project numbers, or change your company's default project numbering format.
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Edit Company Settings

How to set up your company account as a Jetbuilt Admin
Brandon Clough avatar
Written by Brandon Clough
Updated over a week ago

Creating Factors

Creating and adding factors to a project
Christa Moody avatar
Written by Christa Moody
Updated over a week ago